DAX, FTSE Performance and USD Strength

It's been an interesting period for European equities. The DAX and FTSE have shown some resilience, but the underlying sentiment still feels a bit cautious. With the ECB's messaging, it feels like there's a tightrope walk between inflation concerns and growth support. I'm keeping an eye on how the stronger dollar is impacting these export-heavy economies, especially given recent moves in currency pairs like $CADCHF, which has seen some notable intraday shifts.

The broader market seems to be digesting a lot of conflicting signals. While some of the regional indices are holding up, the overall picture isn't screaming conviction. The rotation we've seen in various sectors suggests investors are quite selective. What are others seeing in terms of capital flows into or out of the major European bourses?